LPL Financial HoldingsLPLA
13F holders, Q2 2026 (June 30)766holders −2
86new positions
91sold out
10famous investors
$281.61avg. 13F price*
At the end of Q2 2026, 766 institutions reported holding LPL Financial Holdings Inc. (LPLA) in their 13F filings, down 2 from Q1 2026. 86 opened new positions and 91 sold out. The largest holders were BlackRock, Inc. ($1.3B), Dodge & Cox ($1.3B) and Boston Partners ($1.2B). 10 famous investors held it, including Stephen Mandel (2.1% of Lone Pine Capital's portfolio), Tom Gayner (1.2% of Markel Group's portfolio) and Steve Cohen (0.2% of Point72 Asset Management's portfolio).
- Company
- LPL Financial Holdings Inc.
- CUSIP
- 50212V100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 86 | $978.8M |
| Exits | 91 | $300.0M |
All 13F filers, Q1 2026 → Q2 2026: 10,041,987 shares bought and 11,142,643 shares sold, net −1,100,656 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 766 holders
| BlackRock, Inc. | 0.02% | Reduce -4.8% | 4,732,991 | $1.3B |
| Dodge & Cox | 0.68% | Add +10.4% | 4,578,679 | $1.3B |
| Boston Partners | 1.07% | Add +2.9% | 4,250,828 | $1.2B |
| Jupiter Topco LLC | 0.48% | — | 4,198,356 | $1.2B |
| Vanguard Portfolio Management LLC | 0.05% | Reduce -0.5% | 3,832,005 | $1.1B |
| Vanguard Capital Management LLC | 0.02% | Add +0.5% | 3,613,624 | $1.0B |
| Principal Financial Group Inc. | 0.37% | Add +1.8% | 2,684,964 | $756.3M |
| Samlyn Capital, LLC | 11.23% | Add +3.5% | 2,405,639 | $677.6M |
| Capital World Investors | 0.08% | Add +1.3% | 2,343,266 | $660.1M |
| State Street Corp. | 0.02% | Add +3.8% | 1,934,239 | $544.8M |
| WCM Investment Management, LLC | 0.88% | Add +4.4% | 1,810,058 | $487.3M |
| Goldman Sachs Group Inc. | 0.05% | Add +370.1% | 1,695,954 | $477.7M |
| Geode Capital Management, LLC | 0.02% | Reduce -5.8% | 1,502,575 | $422.0M |
| Alliancebernstein L.P. | 0.14% | Reduce -11.8% | 1,385,759 | $416.9M |
| Massachusetts Financial Services Co. | 0.13% | Reduce -62.3% | 1,458,759 | $413.8M |
| Kayne Anderson Rudnick Investment Management LLC | 1.25% | Reduce -14.6% | 1,434,522 | $404.1M |
| Lone Pine Capital | 2.10% | Reduce -40.5% | 1,219,099 | $343.4M |
| SurgoCap Partners LP | 9.68% | Add +4.2% | 1,063,218 | $299.5M |
| Norges Bank | 0.03% | — | 1,054,523 | $297.0M |
| Van Eck Associates Corp. | 0.18% | Add +4.5% | 1,048,344 | $295.3M |
| Barrow Hanley Mewhinney & Strauss LLC | 0.88% | Reduce -5.7% | 1,031,243 | $290.5M |
| Darlington Partners Capital Management, LP | 12.35% | Add +11.2% | 993,006 | $279.7M |
| FMR LLC | 0.01% | Reduce -24.4% | 981,391 | $276.4M |
| Marshall Wace, LLP | 0.23% | New | 975,627 | $274.8M |
| Morgan Stanley | 0.01% | Reduce -32.9% | 861,982 | $242.8M |
| Dimensional Fund Advisors LP | 0.04% | Add +0.5% | 820,595 | $231.1M |
| Bank of America Corp. | 0.01% | Add +1.5% | 815,663 | $229.8M |
| Westfield Capital Management Co. LP | 0.73% | Reduce -10.0% | 793,061 | $223.4M |
| Assenagon Asset Management S.A. | 0.27% | Add +4435.2% | 747,086 | $210.4M |
| Raymond James Financial Inc. | 0.05% | Reduce -3.1% | 645,369 | $181.8M |
| Citadel Advisors | 0.11% | Reduce -30.4% | 642,765 | $181.1M |
| Jane Street Group, LLC | 0.12% | Add +551.5% | 642,484 | $181.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.03% | Reduce -2.3% | 578,032 | $162.8M |
| Markel Group | 1.20% | No change | 559,951 | $157.7M |
| UBS Group AG | 0.02% | Reduce -17.4% | 540,254 | $152.2M |
| T. Rowe Price Associates Inc. | 0.02% | Add +8.3% | 539,921 | $152.1M |
| Azora Capital LP | 6.24% | Add +23.1% | 525,867 | $148.1M |
| Vanguard Fiduciary Trust Co. | 0.03% | Add +0.3% | 510,067 | $143.7M |
| Northern Trust Corp. | 0.02% | Reduce -3.2% | 508,634 | $143.3M |
| Point72 Asset Management | 0.23% | Add +901.8% | 507,345 | $142.9M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +9.3% | 481,371 | $135.6M |
| Holocene Advisors, LP | 0.30% | Add +10.7% | 462,479 | $130.3M |
| TD Asset Management Inc | 0.11% | Reduce -16.7% | 461,374 | $130.0M |
| BNP Paribas Financial Markets | 0.07% | Add +888.5% | 448,361 | $126.3M |
| Epoch Investment Partners, Inc. | 0.72% | Add +9.6% | 447,634 | $126.1M |
| Victory Capital Management Inc. | 0.07% | Add +9.3% | 443,434 | $124.9M |
| Castle Hook Partners LP | 1.23% | New | 406,916 | $114.6M |
| Wells Fargo & Company | 0.02% | Reduce -8.0% | 387,223 | $109.1M |
| Fairview Capital Investment Management, LLC | 5.69% | Reduce -2.2% | 382,961 | $107.9M |
| APG Asset Management N.V. | 0.26% | Reduce -43.4% | 437,217 | $107.7M |
| JPMorgan Chase & Co. | 0.01% | Reduce -50.4% | 392,561 | $105.7M |
| Bank of New York Mellon Corp | 0.02% | Reduce -8.8% | 350,265 | $98.7M |
| Fort Washington Investment Advisors Inc. | 0.49% | Add +0.3% | 349,248 | $98.4M |
| Qube Research & Technologies Ltd | 0.11% | New | 344,500 | $97.0M |
| First Pacific Advisors, LP | 1.14% | Add +0.2% | 321,244 | $90.5M |
| Prana Capital Management, LP | 2.74% | Add +29.0% | 318,896 | $89.8M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -13.8% | 290,125 | $81.7M |
| Adage Capital Partners Gp, L.L.C. | 0.11% | Add +351.6% | 289,000 | $81.4M |
| Legal & General Group Plc | 0.02% | Reduce -1.3% | 283,459 | $79.8M |
| American Century Companies Inc. | 0.04% | Reduce -42.1% | 282,638 | $79.6M |
| Susquehanna International Group, LLP | 0.06% | Add +133.8% | 252,965 | $71.3M |
| Coronation Fund Managers Ltd. | 2.69% | Reduce -13.9% | 249,962 | $70.4M |
| Heron Bay Capital Management | 6.00% | Reduce -5.6% | 235,259 | $66.3M |
| Caisse de depot et placement du Quebec | 0.09% | Reduce -36.4% | 231,867 | $65.3M |
| SCS Capital Management LLC | 0.57% | Add +1308.3% | 213,511 | $60.1M |
| Millennium Management | 0.04% | Reduce -76.8% | 206,159 | $58.1M |
| Nuveen, LLC | 0.01% | Add +23.9% | 205,383 | $57.9M |
| Deutsche Bank AG | 0.02% | Add +20.4% | 201,840 | $56.9M |
| Capricorn Fund Managers Ltd | 4.39% | New | 194,812 | $54.9M |
| Gilder Gagnon Howe & Co. LLC | 0.56% | Reduce -0.9% | 193,037 | $54.4M |
| Longaeva Partners L.P. | 1.52% | New | 186,650 | $52.6M |
| Freestone Grove Partners LP | 0.33% | New | 178,123 | $50.2M |
| Sumitomo Mitsui Trust Group, Inc. | 0.03% | Add +0.1% | 167,647 | $47.2M |
| Amundi | 0.01% | Add +30.7% | 164,400 | $46.3M |
| Stifel Financial Corp. | 0.04% | Reduce -1.2% | 162,530 | $45.8M |
| Balyasny Asset Management L.P. | 0.09% | New | 161,641 | $45.5M |
| National Pension Service | 0.03% | Add +14.8% | 161,309 | $45.4M |
| Goldentree Asset Management LP | 2.56% | New | 155,495 | $43.7M |
| Alyeska Investment Group, L.P. | 0.11% | Reduce -0.3% | 155,023 | $43.7M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.03% | Add +12.2% | 153,531 | $43.2M |
| Renaissance Technologies | 0.06% | Add +25.8% | 151,660 | $42.7M |
| LPL Financial LLC | 0.01% | Add +2.9% | 146,208 | $41.2M |
| Barclays PLC | 0.01% | Add +55.2% | 143,696 | $40.5M |
| Hudson Bay Capital Management LP | 0.21% | Add +2.1% | 138,214 | $38.9M |
| Solel Partners LP | 6.56% | New | 137,000 | $38.6M |
| Franklin Resources Inc. | 0.01% | Reduce -66.5% | 134,652 | $37.9M |
| Brown Brothers Harriman & Co. | 0.16% | Reduce -10.2% | 131,278 | $37.0M |
| Diamond Hill Capital Management, LLC (Investment Advisor) | 0.29% | Reduce -5.2% | 129,413 | $36.5M |
| Ameriprise Financial Inc. | 0.01% | Reduce -52.9% | 124,822 | $35.2M |
| California State Teachers Retirement System | 0.03% | Add +3.8% | 121,799 | $34.3M |
| Perpetual Ltd | 0.49% | Add +3.3% | 121,468 | $34.2M |
| HMI Capital Management, L.P. | 4.87% | New | 118,600 | $33.4M |
| Baron Capital (BAMCO) | 0.05% | Reduce -6.2% | 114,224 | $32.2M |
| Toronto Dominion Bank | 0.05% | Add +927.5% | 111,345 | $31.4M |
| Schonfeld Strategic Advisors LLC | 0.16% | Add +21.5% | 109,073 | $30.7M |
| Interval Partners, LP | 0.98% | Add +164.4% | 108,628 | $30.6M |
| California Public Employees Retirement System | 0.02% | Reduce -25.1% | 107,383 | $30.2M |
| Invesco Ltd. | 0.00% | Reduce -69.4% | 106,651 | $30.0M |
| Danske Bank A/S | 0.05% | Reduce -2.3% | 97,361 | $27.4M |
| Sei Investments Co. | 0.02% | Reduce -23.4% | 97,060 | $27.3M |
"% of holder's portfolio" is LPLA's weight in each manager's 13F, not the share of LPL Financial Holdings Inc. the manager owns.